YHB Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Buy |
352,222
+4,464
| +1% | +$118K | 0.72% | 35 |
|
|
2025
Q1 | $9.72M | Buy |
347,758
+1,894
| +0.5% | +$53K | 0.81% | 31 |
|
|
2024
Q4 | $9.45M | Buy |
345,864
+1,683
| +0.5% | +$46K | 0.78% | 32 |
|
|
2024
Q3 | $9.7M | Sell |
344,181
-618
| -0.2% | -$17.4K | 0.8% | 30 |
|
|
2024
Q2 | $8.94M | Buy |
344,799
+9,759
| +3% | +$253K | 0.77% | 32 |
|
|
2024
Q1 | $9M | Sell |
335,040
-24,459
| -7% | -$657K | 0.8% | 33 |
|
|
2023
Q4 | $9.12M | Sell |
359,499
-50,085
| -12% | -$1.27M | 0.88% | 27 |
|
|
2023
Q3 | $9.66M | Sell |
409,584
-37,137
| -8% | -$876K | 0.89% | 29 |
|
|
2023
Q2 | $10.8M | Sell |
446,721
-1,773
| -0.4% | -$42.9K | 1.01% | 24 |
|
|
2023
Q1 | $10.9M | Buy |
448,494
+17,460
| +4% | +$426K | 1.1% | 22 |
|
|
2022
Q4 | $10.9M | Buy |
431,034
+44,793
| +12% | +$1.13M | 1.16% | 22 |
|
|
2022
Q3 | $8.55M | Buy |
386,241
+27,480
| +8% | +$609K | 0.95% | 26 |
|
|
2022
Q2 | $8.57M | Buy |
358,761
+168,441
| +89% | +$4.02M | 0.9% | 30 |
|
|
2022
Q1 | $5.01M | Buy |
190,320
+20,490
| +12% | +$539K | 0.44% | 64 |
|
|
2021
Q4 | $4.58M | Buy |
169,830
+17,412
| +11% | +$469K | 0.36% | 73 |
|
|
2021
Q3 | $3.77M | Buy |
152,418
+3,642
| +2% | +$90.1K | 0.33% | 83 |
|
|
2021
Q2 | $3.75M | Buy |
148,776
+3,792
| +3% | +$95.6K | 0.32% | 87 |
|
|
2021
Q1 | $3.63M | Buy |
144,984
+3,642
| +3% | +$91.3K | 0.31% | 84 |
|
|
2020
Q4 | $3.02M | Buy |
141,342
+4,839
| +4% | +$103K | 0.29% | 88 |
|
|
2020
Q3 | $2.52M | Buy |
+136,503
| New | +$2.52M | 0.27% | 86 |
|